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Complete Review

Your risks, covered

A great opportunity to assess coverage.

There’s one guarantee in life and business. Things change. Our annual review is an opportunity to compare your existing coverage against your current needs to ensure your insurance remains appropriate to your situation.

Here to Help

Complete Annual Review

Step 1 of 9

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Client Information
Primary Contact Name*
First Last
What type(s) of insurance do you currently have with us?*
- Personal Insurance
- Business Insurance
- Life & Health Insurance
- Specialty Insurance
Home Address*
Street Address Address Line 2 City State ZIP Code
Company Name*
Company Address*
Street Address Address Line 2 City State ZIP Code
Total Annual Sales*
Total Number of Employees*
Phone Number
Email Address*

Your Home(s)
Please think back over the last year when answering these questions.
Have you remodeled or made any major updates to an existing home(s)?*
- Yes
- No
(New roof, furnace, or electrical system)
Have you added a home security system?*
- Yes
- No
Have you started a home-based business?*
- Yes
- No
Have you purchased a secondary residence, including a condo or timeshare?*
- Yes
- No
Have you started participating as a service provider in the home sharing economy?*
- Yes
- No
(Airbnb, VRBO)
Please explain any changes to your home.

Your Automobiles and other “Vehicles”
Please think back over the last year when answering these questions.
Have you added an automobile, watercraft, or recreational vehicle?*
- Yes
- No
Have you added any new drivers?*
- Yes
- No
Have you added a vehicle provided by an employer?*
- Yes
- No
Have you had a child leave home to attend school or no longer considered a dependent?*
- Yes
- No
Have you started participating as a service provider in the ridesharing economy?*
- Yes
- No
(Uber, Lyft, Sidecar)
Please explain any changes to your automobiles and "other" vehicles.

Your Other Life Events
Please think back over the last year when answering these questions.
Have you added or changed ownership of any assets including titles, trusts or LLCs?*
- Yes
- No
Have you hired domestic help, nanny or housekeeper, either full or part-time?*
- Yes
- No
Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?*
- Yes
- No
Have you had a significant change in net worth?*
- Yes
- No
Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?*
- Yes
- No
Please explain any changes.

Your Business Structure
Please think back over the last year when answering these questions.
Have you changed the ownership structure of your business?*
- Yes
- No
Have you added new or changed your existing operations and/or products?*
- Yes
- No
Have you begun to buy supplies or sell your products overseas?*
- Yes
- No
Are you operating out of any new locations or have you closed locations?*
- Yes
- No
Please explain any changes to your business structure.

Your Personal Liability
Please think back over the last year when answering these questions.
Have you acquired, leased or sold a building, business property and/or equipment?*
- Yes
- No
Have there been any improvements and/or significant alterations to your building?*
- Yes
- No
Has your Inventory level changed significantly?*
- Yes
- No
Have you purchased, leased or sold any Vehicles?*
- Yes
- No
Please explain any changes to your personal liability.

Your Income Protection
Please think back over the last year when answering these questions.
Have your Businesses revenues changed by more than 10% since last year?*
- Yes
- No
Do you rely on a single supplier for more than 50% of your materials?*
- Yes
- No
Do you rely on a single buyer for more than 50% of your sales?*
- Yes
- No
Please explain any changes to your income protection.

Your Employees & Professional Liability Exposure
Please think back over the last year when answering these questions.
Do you have employees that regularly travel out of state or overseas for business?*
- Yes
- No
Do any employees use their own personal cars for business purposes?*
- Yes
- No
Do any Employees work outside your home state or work from their home regularly?*
- Yes
- No
Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?*
- Yes
- No
Are any of the owners a member of any board of directors whether for profit or not?*
- Yes
- No
Please explain any changes to your employees and personal liability exposure.

Additional Protection
Body-Borneman Insurance is a full service agency providing solutions for personal, business, employee benefits and specialty Insurance needs for our clients.
Would you like to discuss any additional insurance protection with our firm?*
- Yes
- No
Confirmation
Your initials*
Note: Please remember that coverage cannot be bound, changed, modified or cancelled via agency website, voicemail, text, fax or e-mail. You must always speak to and/or verify with a licensed Body Borneman agent.

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The next step is easy, call 610-367-1100 Or, Contact Us

About Body-Borneman Insurance

We’re an independent insurance agency offering a comprehensive suite of insurance solutions to protect your business and your life from the unexpected.

We don’t just sell insurance. We work closely with clients to help them make important and informed decisions every day when it comes to protection and their future.

Areas served: Body-Borneman Insurance offers home, car and business insurance coverage for residents and businesses of West Chester, Boyertown, Pottstown, Phoenixville, and Blue Bell, Pennsylvania.

Website Accessibility

Corporate Headquarters

Boyertown Office
17 East Philadelphia Avenue
PO Box 584
Boyertown, PA 19512

Phone: 610-367-1100
Fax: 610-367-1140

Corporate Office Hours
Mon - Fri: 8 am - 5 pm
Sat - Sun: Closed

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About
Services
Resources
- Clickable Coverage®
- FAQs
Client Portal
Contact
- Meet the Team
Get Quote

Complete Review

A great opportunity to assess coverage.

There’s one guarantee in life and business. Things change. Our annual review is an opportunity to compare your existing coverage against your current needs to ensure your insurance remains appropriate to your situation.

Here to Help

Complete Annual Review

Step 1 of 9

Client Information

Your Home(s)

Your Automobiles and other “Vehicles”

Your Other Life Events

Your Business Structure

Your Personal Liability

Your Income Protection

Your Employees & Professional Liability Exposure

Additional Protection

Confirmation

We’re Building Relationships

Clickable Coverage®

The Latest Articles